+2,521.4%
PWR vs AON
+204.8%
+2,316.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.7% | +6.8% | +5.7% |
| 7D | +4.2% | -6.3% | +10.5% | +6.6% |
| 30D | -4.0% | -14.1% | +10.0% | +0.9% |
| 3M | -4.8% | -9.5% | +4.7% | -3.1% |
| 6M | +14.6% | -4.0% | +18.7% | +12.6% |
| YTD | +54.2% | -13.8% | +68.0% | +57.8% |
| 1Y | +67.1% | -18.3% | +85.4% | +74.8% |
| 3Y | +218.5% | -7.2% | +225.6% | +204.0% |
| 5Y | +466.3% | +7.3% | +458.9% | +392.3% |
| All | +2,521.4% | +204.8% | +2,316.7% | +1,230.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling